Changelog

Every improvement and fix shipped to WealthY, by week, generated from the code itself.

Every line here comes from a change that shipped to wealthy.to. The list is generated from the code history on every deploy, so nothing is left out and nothing is added by hand. Newest first.

Week of November 2, 2026

New: Automations, "when this happens, do that": a firm switches on rules such as "a client is added, prepare the package", "a request is signed, add the task to send it today", "a signature has been waiting 7 days, call", "the custodian has not answered in 5 business days, call the desk", "an account is opened, welcome call", or builds its own from nine triggers and four actions (task, process template, onboarding package, a note in the bell); every rule fires once per client or request, runs every quarter hour or on Run now, and logs what it did; the custodian-silence chase runs for every firm without a rule; the panel also lists the reminders, chases and inbox answers that already run on their own
New: Every name in an Ask WealthY answer opens the thing it names: a client or prospect opens their record, a request opens that request, a meeting opens that meeting, a task lands on its row in Tasks; on the phone the actions an answer prepared sit under it as buttons, the source chips only show what the words did not already name, and coming back from a record lands on the same answer; meeting times are said in your own clock, not UTC
Fixed: The Tasks filter row runs edge to edge so the next control peeks in instead of looking cut off, and the Meetings calendar fits a phone: a dot per meeting in each day, and the day you tap lists its meetings under the grid with a one-tap new meeting for that day

Week of October 26, 2026

New: The AI permission can be withdrawn from your profile at any time, under AI processing, and the next AI feature asks again; the phone app no longer shows plan prices, the billing portal or the sign-up link (a firm's plan is bought on the web by its owner), and the microphone purpose names voice notes alongside calls and in-person meetings
New: The small things left from the phone overhaul: the Meetings toolbar is one row (search and I'm out behind round buttons, the field drops in when asked), and when nothing is booked ahead the last three meetings sit right under that message so the screen is never empty; Tasks and To do no longer repeat the header title and their buttons stay on one line; a long firm name wraps in the client header instead of cutting; a client's household name shows once; the "could not load your workspace" notice sits in the page above the content instead of floating over it; the client's loading screen shows the shape of the page instead of a sentence
New: Ask WealthY is the raised button in the middle of the phone bar for every seat, and every phone Home has an Ask box right under its number: type a question there and Ask WealthY opens with the answer on its way; Requests moved to the client's Home card and More page, Tasks to the sales seats' More pages
Fixed: A client whose firm has no custodian data keeps five tabs, Requests in the second slot, so the raised Ask WealthY button stays in the middle
Fixed: Open and click tracking reaches every send path: a message sent later and a message sent from an IMAP mailbox now carry the same pixel decision as an immediate send, a sales organization starts with tracking switched on, and every send writes its tracking decision to the log so an untracked message explains itself
New: Nothing spins any more: every page and list that loaded behind a pinwheel now shows the shape of its content (skeleton rows and lines), every lazy screen opens the same way, and the remaining button and refresh icons pulse instead of rotating
New: Autofill any PDF remembers a form once a firm has filled it: the next client on the same form is filled from that memory in under a second with no AI call, the modal says how many times the firm has used the form, and owners can keep it as a firm form in one tap
New: A recorded client call now updates the file: when the client says something on the phone that belongs on their KYC (married in June, a second child, a job change, a new address, a risk profile they no longer agree with), the write-up offers it as a proposal on the call row, the advisor puts it on the file or dismisses it in one tap from the Calls page, every change is quoted from the transcript word for word and logged in the KYC history, and a call where nothing changed proposes nothing
New: The app asks before anything goes to an AI service: the first time you record a voice note, ask Ask WealthY a question, record or import a meeting, draft or polish an email or fill a form from a document, one sheet says exactly what will be sent and which providers receive it, and the feature runs only after you allow it; your answer is kept with the date and you are not asked again
New: The form filler remembers your corrections per form, asks the client for what is missing and takes one acknowledgement; the week's meetings are prepared after an import; the recorder guesses which voice is you
New: A real phone app: a soft canvas, borderless cards, one big number on every Home (advisor, client, firm owner, sales), a floating tab bar, round header controls and sentence-case labels
New: The compare page says plainly what only WealthY does, and the firm's AUM chart draws in the firm's colour
New: The firm's logo and colour carry through the phone (header mark, next-step card, tab bar), and a thin seat reads clean: no "$0" hero, no empty cards, the client count leads until the feed arrives
Fixed: The Inbox card on a phone drops its four zero tiles when there is nothing waiting
New: Swipe an inbox row left to file it, New meeting as the round button on the Meetings tab, only prospects wear a chip in the Everyone list, and the last uppercase eyebrow goes
New: A verifier result file (MillionVerifier or any email,result CSV) stamps the prospects and parks the dead addresses before they send
Fixed: Two bounces a week are free, rates read over fifty sends, and one spam refusal is a note; a quiet inbox no longer rests itself for three days
New: A calmer inbox on the phone (one toolbar row, folders behind one menu, compose above the tab bar, full-screen reading with Reply and Archive side by side), the sales owner's Home never repeats a number or asks to assign with no reps, and the owner of a sales organization gets the dialer
Fixed: A US firm keeps Requests and Transfers off through the pilot bundle (signup and the admin wizard), the Import your book step counts an imported book of prospects, the Data page no longer probes an admin-only endpoint as a firm owner, and two repeatable checks: tear down a throwaway firm, prove the Outlook calendar import
New: The phone inbox opens to your mail at once and refreshes quietly (no spinner, ever), rows carry sender initials, a two-line preview and the time, the mailbox picker sits in the menu, and the reading view puts Reply under your thumb with the message edge to edge
Fixed: A one-person sales team owns every lead itself (the owner appears as You in the pickers and nothing waits for an owner until a rep joins), leads can be ticked and assigned together, and the lead card opens on the whole list when nothing is waiting
New: The form filler learns from a sweep of live intake and sign-up forms: emergency contacts fill from the trusted contact, spouse boxes split into first and last, a monthly income box gets a twelfth of the yearly figure, digits-only boxes are left alone for a Canadian postal code, grid cells with no words are skipped, and a password heading no longer blocks the email box above it; the sweep rig and its results ride along
New: A PDF with fillable fields dropped into Documents offers itself: fill it for this client from their record, or save it as a firm form that fills for everyone (owners and admin support), with the mapping confirmed where the firm's own forms already live
New: A calmer look on every screen: larger labels, one corner radius, one shadow, quieter inbox chips, and a phone Home that opens with what needs you
Fixed: The manifest description fits the Web Store's 132-character limit
Fixed: The recorder's and the Outlook card's buttons use the app's dark button, not an undefined colour
New: Record a meeting held in the room on the advisor's phone or laptop, written up like a call
New: Logged calls and recorded calls reach the CRM as notes
New: Export record, every communication with a client as one printable file
New: A Microsoft 365 organization that needs an admin's approval gets the approval link from the Outlook card
New: Meeting follow-ups understand French deadlines and requests, and every due date lands on a working day
New: The firm's colour everywhere indigo was, sentence-case labels, quieter inbox chips, and phone-sized prep and follow-up pages
Fixed: Meeting briefs, plan summaries, prospect briefs and voice notes always come back whole, and the brief asks about the person
Fixed: The price list on a proposal page shows up to eight lines, so a quote's total and a waiver are not cut off
New: Prices come off the marketing pages until they are published, every tier says Talk to us
New: Answers yes/no questions from the record when the advisor ticks the row, fills beneficiaries and the bank name
Fixed: A meeting with a prospect shows that prospect even when the pipeline holds only the latest thousand
New: Follows a form to its next page and reads it again for the same client
New: Fills dropdowns drawn from divs, logs each fill on the client's timeline, admin support seats can sign in, Web Store package
New: Fills split dates of birth and country selects, reads every frame of the page, Change picks another client
Fixed: The panel signs in by itself when Chrome gives it the identity window, and names the fix when the worker is gone
New: The WealthY mark as the toolbar and panel icon
Fixed: A panel whose worker does not answer says so instead of showing the client search
Fixed: The sign-in runs in the background worker, where Chrome's identity window always exists
New: Sign in with your WealthY account, no API key
New: The proposal page from a sales seat is a WealthY recap, not an advisor's financial-plan pitch
New: WealthY Form Filler, a Chrome side panel that fills forms from a client's record
New: The support seat turns Forms & Requests on or off per firm
New: GET /clients/:id/profile, the record as a form needs it
New: A firm without requests still onboards a client, with no accounts opened
New: One-click buttons on follow-ups, on the recap and on the task
New: Sent emails tick off the tasks they took care of, on their own
Fixed: The Send a form preview paints in every Chrome
New: A firm can run without requests, keeping its custodian data
New: Send a form on the client and prospect records, with a preview of exactly what they get
Fixed: A wrong password keeps the email you typed
New: Edit the AI draft reply right in its box, then Send or Discard
Fixed: Archive, Delete, Star and mark read save again
New: A standing instructions line shows each client's active PAC and SWP, Approve all green clears every clean file in one press, the audit log is tamper-evident, the privacy copy covers every table erasure does
New: Broadcasts go out paced from your own addresses with tracking and send later, prospect scores use real opens and fit, custom forms embed on any website with a consent box
New: Custom date ranges on performance, report templates the firm picks, scheduled reports go out the day they are due, testimonials need the client's consent and the firm's approval and carry the firm's disclosure
New: IMAP mailboxes sync both ways, a firm-wide required email footer, a signature per mailbox with Gmail signature import, search across all mail with from: and has:attachment, opens by scanners counted apart
New: Presence for everyone signed in, notification settings per type with channel mute, cover alerts to every advisor who can take a meeting, My reports in Help, recurring meetings
New: Meeting notes in the Claude connector, the public API adds clients, notes, tasks, meetings and households, every AI call is logged with what it masked
New: Cmd+K finds notes, tasks, meetings, emails and documents, custom fields filter and show as columns, households carry roles plus trusts and companies, processes run step by step
New: Website visits count when a person uses the page, not when a mail scanner checks the link
New: A shared household view needs every member's agreement, recorded with the date
New: Replies that land in Junk or Spam move to the inbox and stop the sequence
Fixed: The Wealthbox and Redtail cards say exactly what the sync carries
Fixed: A US firm's review and builder name the record fields State and USD
Fixed: Every occupation can be picked, not just the first sixty
Fixed: A US firm's questionnaires ask for the State, in USD, with US product and tax form names
New: Manage billing opens the Stripe portal and seats stay in step, a public status page, docs pages with search for households, sequences, onboarding, inbox, team chat and the Claude connector
New: Wealthbox notes and tasks stay in step both ways every hour, ticks included
New: Plain-text emails show who visited your site and who sent your form
Fixed: Replies that come in after a sequence ends are recorded on it
Fixed: A sentence you wrote with "your advisor" in it no longer holds the email
Fixed: Removing a person also stops their mailboxes, running sequences and Claude connection, and their seat stops billing
New: Long meetings are written up in full, Zoom and Teams recordings follow the same review
New: Large books load in full, last contact and tasks stay right at any size, deals for existing clients
New: Every firm starts with channels, conversations open on the newest messages, sales teams can chat
New: Signed copies land in Documents, couples can share one household view, reports match the portal
New: Firm owners can change a person's role, remove their access and hand over their book
New: Attachments up to 20 MB, a reconnect prompt when a mailbox needs it, and a switch to answer only the writer

Week of October 19, 2026

New: Each sending address keeps a health score, slows down or rests when it slips, and can write to the US or Canada only
Fixed: Replies sent from Outlook stay in the person's existing thread
Fixed: Follow-ups sent through Gmail reply to the email the person actually received
Fixed: A delivery notice only marks an address bad when the address is the problem
Fixed: A delivery notice changes only the email it is about, and only once
New: A profession merge field, so one email can say "we partner with dentists like you"
New: A support page at wealthy.to/support with email, phone, in-app help and account requests
Fixed: The iPhone app opens normally on iOS 27 and iPadOS 27
Fixed: Clicking a different email always shows that email right away, even while its conversation loads or if loading fails
Fixed: Collapsed messages in a conversation show apostrophes and quotes properly instead of raw HTML codes
New: Choose the address a sequence sends from, so new contacts in one sequence go out from one address while threads already started keep theirs

Week of October 12, 2026

New: Ask where a client's paperwork is and see who has it and the next step, prepare or send a package and record the custodian's answer with one tap, and a client's where-is-my-money email arrives with the status already in the reply
New: Aviso applications print the spouse, RIF payment and designee details, the supervisor signs the branch manager approval, and a request reads ready only when every mandatory box and document is in place
New: CI Investment Services paperwork fills completely, from CI's own opening questions to RDSP, corporate, W-9 and W-8BEN, with one tax residence form per holder
New: Every position reaches the transfer form, the receiving account prints while it is still being opened, joint accounts carry both holders, and the delivering institution's address fills itself
New: Export a sequence to Excel with everyone in it, their replies and opens, and every step word for word
New: A LinkedIn reply stops the sequence, a LinkedIn message waits for the invite to be accepted, and invites stay under a safe weekly limit
New: Add contacts to a sequence through the API, by id or email, with the same checks as the screen, and list or stop who is in a sequence
New: CI's Waiver of Confidentiality joins a US person's CI package as a signed form, dated from the signature
New: Transfers go out for e-signature unless the delivering institution refuses it, and a transfer signed in ink gets an Upload the signed copy button that sends the scan to the custodian
New: Add up to 10,000 people to a sequence in one API call
New: A Personal line merge field holds one sentence written for each contact, and anyone without one is skipped instead of getting a generic email
New: Sign in person on the advisor's device, with the client's ID checked against the original, the code sent to the client's own phone or email, a host PIN to take the device back, and a certificate that says so
New: Every request shows where its paperwork is right now, with the client, you, the supervisor or the back office, and the custodian email carries a one-press Confirm receipt
New: The custodian's reply moves the request on its own: received, returned with the reason, or account opened with its number, and the held transfers go out
New: Wealthbox stays in sync every night, so a firm can keep its CRM and run its day in WealthY
Fixed: The note-taker joins under the firm whose meeting it is, even when two seats share one mailbox
New: Wealthbox and Redtail are back on the Integrations page, ready to connect
Fixed: The Field feed keeps flowing when the custodian API rejects a page
New: Connect any mailbox by IMAP, so Redtail Email, Zoho, Rackspace, GoDaddy and iCloud work like Gmail
New: To, Cc and Bcc take several people as chips, with Enter, a comma or a space moving to the next
New: Read positions from a client's statement when there is no custodian feed, labelled with the statement date
New: A delivering-institution directory, transfer chases with the right contact, and Move a book for a whole practice on the licence transfer date
New: Prefill a transfer from the client's statement and see what the delivering institution will refuse before it is sent
New: E-signatures go only to the email on file, a supervisor confirms any change with a reason, and Quebec clients see the French version first
New: CI Investment Services account opening kit, 28 forms prefilled and bundled per request, offered at signup
New: Booking page questions can be pick-several, and the answers land on the prospect's record
Fixed: A bounce notice that lands in Spam stops the cadence too, and a delay notice no longer counts as a bounce
Fixed: Each firm's sequences send in their own run, and a sequence that stalls raises an alarm
New: New pricing: Pro has no setup fee and a free first month, assistant seats are priced, and Pro, Custodian is $249 per advisor plus graduated per-account pricing
New: The booking page says the extra questions are optional when none is required
Fixed: A firm owner sees their own booking link under Lead capture
Fixed: The booking page's discuss box suggests no Canadian account types, so it reads right for any booker
New: Picking Other on a booking question opens a box to say what, and text questions can show an example
Fixed: A reply opens inside the conversation, under the message it answers, so the rest of the thread stays on screen
Fixed: Discard removes the draft, including a saved draft reopened unchanged; closing keeps it
New: Pictures inside an email show where the sender put them, and no longer pile up as attachment tiles
New: Reply copies everyone on the conversation, so a partner copied on an earlier message is never dropped
New: A Clean up button that shows what it will archive first, a steadier action bar, and no Draft reply button
Fixed: Mail you have already opened gets classified too, and bounces, out-of-office replies and promotions are sorted without the model
New: A Meeting link button in the composer puts your booking link into the message
New: The booking page is its own page under Growth
Fixed: Pictures inside an Outlook message show in place, like Gmail's
New: The bucket chip is a Move to menu, and Always for this sender makes the choice stick
New: New mail is sorted the moment it arrives, so Home's Action needed is right before you open the inbox
Fixed: Every active sequence gets its turn in each sending run
Fixed: A sentence like "if it is easier, there is a form" no longer holds an email as a broken greeting
Fixed: The firm logo in your email signature stays signature-sized
Fixed: A reply that quotes an email with inline images can be sent
Fixed: A saved reply reopened from Drafts goes out as that reply, in the same conversation, from the same address

Week of October 5, 2026

Fixed: The follow-up shows the questions your client asked on their recap page again
New: Review and send all checks a household's package and sends it in one signing, with send back and status from sent to funded
New: Intro packs start with the client's own documents, and come in light, medium or heavy
New: Clients get gentle reminders on days 2, 5 and 9, and you hear when someone is stuck
New: Joint accounts: the other holder answers their own part of the application on their own private link, the receiving account is checked before a transfer leaves, and an In flight view shows every package
New: Every new account goes through a supervisor approval queue in Requests, with the one business day clock, the checks already run, and who approved and when
New: Transfers show where they stand against CIRO's proposed timelines, flag a step that runs late, and open a chase task for GICs and segregated funds
New: The client checks everything read from their documents on the review page before confirming it is accurate
New: Transfers from an RRSP into a RRIF or an FHSA, and from a LIRA into a LIF, include the CRA T2033 or RC720, filled and signed in the same package
New: Add your own PDF forms in Request settings: WealthY suggests what goes in each field, you check the flagged ones and make one test fill before it goes live
New: Add your whole team from one CSV or Excel file, at signup or in People, and see who is ready, rep code and booking link included
Fixed: Onboarding polish: a statement with two accounts fills in both, transfers are tracked once signed, past meetings stop offering an RSVP, and large client photos are resized
New: A client finishes and signs in one sitting on their phone, no login first, one plain page for the whole household
New: A client adds their SIN once, after confirming it is them; it is stored encrypted and never shown again
New: A calling team works the whole book, with assignment, call outcomes that act, calling hours and a script on screen
New: Sequences can send from your verified Gmail aliases, and each conversation stays on its own address
Fixed: The notetaker tells you when it is waiting to be let in, and when a meeting went unrecorded
Fixed: A sender's buttons show as buttons, and attachments are tiles you can see
New: Creating an API key is one press: Select all on permissions, IP allowlist tucked under Advanced
New: Website leads carry their email consent, so they can go straight into a sequence
New: Importing clients never emails them unless you choose to, Outlook connects without a Microsoft admin, and a new firm confirms its email first
New: Documents with a text layer are read as redacted text, so the AI never sees a SIN, birth date or account number from them
New: On phone, swipe left to move to Trash and right to archive, with Undo
New: Drafts in your own voice, an Insert booking link button, booking links in meeting drafts
Fixed: Say the KYC overdue count uses the firm's review cycle, not the 36-month rule
Fixed: Screens reload on their own after a dropped connection, Meetings and Team chat work properly on phone, and requests refuse a blank destination account
Fixed: Colleagues by name, quick add finds them, local call times
New: Staff work is theirs, hand-offs are told, workspaces hold
Fixed: Impossible custodian returns are left blank
Fixed: Prep topics and report presets speak American
Fixed: The BridgeFT sync says which accounts it skipped and why
Fixed: The You: label on conversation rows, EN and FR
New: One inbox across every mailbox, mirrored exactly from Gmail
Fixed: Follow-ups already added stay added after you come back
Fixed: The note taker joins three minutes before the meeting
Fixed: Tighter access controls for staff, mailboxes and team messaging
Fixed: My Workspaces shows the advisor lobby again
New: A booking or a real reply puts the prospect in the pipeline
New: A Social page shows our LinkedIn, Instagram and Facebook posts
Fixed: The book chart names the period it really covers
New: Today's Focus leads the side column, Practice health closes it
New: A client's name on the book table opens their page
Fixed: A US firm's request asks for the SSN, not a SIN
Fixed: A custodian placeholder login is not shown as an email
Fixed: A transfer opened from an email arrives filled in
Fixed: A firm owner's own meeting shows the record switch
Fixed: The duplicate transactions were the test's paging, and the sync now cannot make any
Fixed: Polish to read like a firm wrote it
New: Pages that read like a private office, and a question library

Week of September 28, 2026

New: Only meetings booked in WealthY get WealthY reminders
New: Branded, forgiving and shaped per person
New: One click from a new person to a client with requests ready
Fixed: The public security pages claim only what exists
New: The first four screens a new firm meets, rebuilt from the audit
New: Plain text, an unsubscribe a scanner cannot fire, and an address check before the first email
New: A mailbox can be kept out of the rotation for new contacts
Fixed: Ask WealthY and four paperwork endpoints load again
New: Follow-ups do not spend the daily cap
Fixed: Follow-ups go out before new people, and the From line carries a name
New: Switching to WealthY is self-serve, with the docs to prove it
New: A firm sends questionnaires to clients, edits its own KYC, and every form has one name
Fixed: A reply is read by what the person wrote, not by our own quoted footer
Fixed: The security documents say only what is true, and the audit table accepts rows only from their subject
Fixed: Cold emails are signed by a person, and a reply stops the cadence

Week of September 21, 2026

Fixed: A slow profile read no longer bounces a signed-in user to login
New: Process templates inside Tasks, and a Recent activity feed at the bottom of Home
Fixed: The cold-sending domains show their own page at the root
Fixed: A run whose oldest rows have no first name still sends
New: A US firm sees a US product on every screen
Fixed: Cold emails address a person by their first name, or do not go out
Fixed: The snapshot capture reaches the database again
Fixed: A firm flagged "US" is a US firm
Fixed: The endpoints that mint, invite and authenticate are rate limited across instances
Fixed: The OAuth endpoints are rate limited in production, not only on a laptop
Fixed: The terms and privacy policy are in force, not a draft

Week of September 14, 2026

New: Claude connects to WealthY with a consent screen instead of a key in the URL
Fixed: Resolve the remaining entity placeholders, and Android stops 404ing the legal pages
Fixed: The company named on every surface is the company that exists
Fixed: Stop the task title collapsing in a narrow window

Week of September 7, 2026

Fixed: Every seat can delete its own account
New: Forgotten passwords can be reset, and social sign-in happens inside the app
Fixed: A phone can use the inbox, sequences and tasks, and a draft cannot send with a blank left in it
Fixed: Five features that could not do what their names promised
New: The client record answers when you last spoke, and Contacts fits a phone
Fixed: A firm owner can reach the form builder and see every form their advisors built
Fixed: Second batch, the confirmed CRM, Prospecting and Home findings
Fixed: First batch of confirmed audit findings in Meetings, Inbox, Tasks and Home
New: Social posts is its own tab, with previews that look like the real post
Fixed: The Waiting on clients filter no longer blanks the Tasks page
Fixed: The prospect-to-meeting chain works on a sales seat
New: Post approvals live in WealthY, with images, Instagram and the LinkedIn page, and the numbers after posting

Week of August 31, 2026

New: MCP connector, so an advisor's own Claude or ChatGPT can work in WealthY
New: The team testing loop lives in the Help window
New: Screenshots on Report a problem
Fixed: Every active sequence gets its share of each hourly run
Fixed: Every action has one owner and the counts agree
New: A regenerated prep says what changed
Fixed: Transcription runs on a model that still exists
New: Waiting on clients filter; sales rows show the number and address under the person
Fixed: The write-up knows which speaker is which
Fixed: Counts and drill-downs read past the 1,000-row cap
New: To do and Requests side by side in the bottom bar; To do carries a Start a request button
Fixed: A finished bot settles the recording chip and hides the recording toggle
Fixed: The transcript step retries, logs, and tells the truth while it works
New: To do tab, everything the advisor is waiting on in one list
New: Delete my account on every profile; iOS build 4
New: Any link that leaves the app opens in a new tab
New: Tenant health on the overview, every firm ranked worst first
Fixed: Columns line up again; type on existing rows; call and email inside the task walk; sales seat gets owner, last contact and score
New: A/B versions on email steps; per-step real opens, replies, opt-outs and bounces
Fixed: Bounced enrolments actually stop; NDR address parsing tolerates Exchange punctuation; lead pull never re-enrols a bounced address
New: One light palette, legible firm and dealer logos, portfolio first, timeframe picker on the value line
New: Follow-up keeps the document and financial plan path to the client page
New: Follow-up reads recap, my to-dos, client to-dos, send; review material folds into to-dos; tasks auto-complete after a connected call or a sent email
Fixed: Sentiment chip shows once on the follow-up (hero owns it in chromeless mode)
New: Typed tasks earn action buttons, sales call/email rows, follow-up page reads as recap / mine / client's / send
Fixed: Safe-area double-padding, mic FAB overlap, splash art, native /api fetch, advisor Ask WealthY prompts
New: App store launch build: bundle id to.wealthy.app, manual distribution signing, native login and mobile fixes
New: Owner seat gets the Gmail connect card on Integrations
Fixed: Titles wrap instead of truncating so columns stay under headers
Fixed: Native shell boots to sign-in; Ask WealthY stacks on phones
New: Email deliverability toolkit in firm Settings
New: HubSpot-grade queues, Start-tasks walk, lists index, assign-to-queue wire-through
New: Aggregate answers carry source chips
New: Prep fallback resolves people by name; drafts ground their dates
New: Sales_org owner seat reads its pipeline firm-wide
New: CreateTask, addClientNote, own-book writes with honest echo
New: Schedule-a-meeting becomes a prepared composer action
New: Book compare-over-time, what-changed digest on existing history
Fixed: Aggregates page past PostgREST's 1,000-row cap; refusals never invite impersonation
New: Named prospect lists ride the tags column as list: tags
New: Book-calendar advisor tools: who turns 71, who has not contributed
New: Calling session: work assigned leads call by call, warmest first
New: Three-way splits with exclusive lanes, splits compose inside lanes, unsubscribe cancels on the spot
New: Task rows read as a table, the way the contacts list does
New: Completed rows hold their place, bulk delete, and a leave guard on inline edits
Fixed: A money-movement request may only name an account the client actually holds
New: Self-serve regulatory bundle filing for Canadian numbers
New: New Task modal gets a smart input that fills the fields from one sentence
New: Teammates are first-class contacts, and all-staff meetings read as internal
New: Polish action proofreads the draft in place, with one-click restore
Fixed: Three owner nav seams: stage editor reads Pipeline stages, no prospect list in Settings, Reps tile lands on the roster
Faster: Positions come from the account-scoped filter, not the tenant-wide sweep
New: Prospect meeting pack: touch timeline, sales-shaped recap
New: The prospect meeting gets its own prep timeline and a sales-shaped recap
Fixed: Local numbers require a real area code, no more random-city caller ids
New: Tester round 3 fixes, advisory billing/performance UI, sales team calls layer
New: Post-call outcome strip and the owner's per-rep call numbers
New: Unsaved profile edits ask before the page moves on
Fixed: The client snapshot values a book the same way every other surface does
Fixed: Filters stay legible, bulk complete takes two steps, the email button says what it does
Fixed: Email links land on the login, not the marketing page
New: Composer drafts that survive navigating away
Fixed: Value validation the tester asked for, in one shared rule set
New: Advisory billing writes and the firm owner card
Fixed: Sequence splits compose into trees, prep topics join the agenda, field-sync gets runtime
New: BridgeFT-calculated returns on the client detail Performance tab
New: Field production pipeline: per-firm connections, nightly sync, performance and billing layers
New: Field production sync engine with live-tested filter pulls
New: BridgeFT performance read layer, every figure stamped with its source
New: Field advisory-fee billing read layer, verified live
Fixed: Never greet a prospect by their firm name

Week of August 24, 2026

New: Booking-page visits attribute to the prospect by name
New: Tag SEC ADV prospects with custodians from full Form ADV PDFs
Fixed: The activation link works, and it knows your name
New: The prep speaks view commands, and the look has a name
New: Ask WealthY in present mode, and answers that reach the recap
New: The deck follows the meeting's own order, with the data to back it
New: The sheet runs in the meeting's own order, and empty sections vanish
New: The comparison chart prefers real carrier illustrations
New: The year as a shape, a 12-month sparkline in card one
Fixed: Thread onOpenMeetings through CRMModule so the client reports widget renders
New: Relationship signals, how each client actually engages
New: Engagement analytics, first-open alert for client pages
New: Pull a firm's logo and colours straight from its website
New: Present mode joins the editorial family
New: The advisor's one-screen prep joins the editorial family
New: Editorial redesign of the recap and review pack pages
Fixed: The snapshot series uses the platform AUM definition
Fixed: One number per view, localized compare, and the small-fixes bundle
Fixed: First fix round from the full-app QA sweep
Fixed: The signature website line is the sales tenant's only
New: Tracked website link in signatures, real-vs-scanner colour on opens and clicks
New: Custodian accounts allowance, the language split the bundle budget demanded
Fixed: Prospect meetings get their transcript processed
Fixed: 'real opens' fully wired and smarter (click, repeated opens, or an open 2+ minutes after send; instant opens are gateways)
New: The OPENED funnel stage shows the real count (2+ opens or a click), Dylan's scanner filter as a number
New: The funnel tells the whole story (opens, links, replies read and graded, bounces marked)
Fixed: The daily cap spreads across the send window (ceil(cap/window hours) per hourly run) instead of bursting at the first pass
New: Mailbox pool with sticky round-robin
New: Sequence settings live on the sequence page, the roster folds away
Fixed: Sales-seat sends sign with the sender's real name, not 'your advisor' (signature display_name is the fallback before the generic)
Fixed: Real sends title-case shouty ADV company names; the test email's stand-in prospect is clearly fake (Blue Pine Advisors)
Fixed: PAUSED MEANS PAUSED - the send engine now honours is_active
New: Send me a test, before a sequence ever touches a contact
New: Sequences send on the recipient's clock, capped per day
New: The sales seat gets the signature card, and profile pages stop being thin
New: Sequence emails end with the sender's real signature
New: The sequence editor is a page, tracking is stated, emails are formatted by force
New: Engagement tiers in the chat builder (multiple opens or a click vs one open vs none)
Fixed: Unwrap the occasional JSON-wrapped scan briefing back to prose
Fixed: Site scan reads title and meta descriptions, so JavaScript-rendered firm sites still brief (wealthy.to itself scanned as empty)
New: The builder briefs itself, nobody has to know the scan exists
Fixed: The builder stops losing the fork, learns LinkedIn, and always knows the company
New: The dealer console opens its firms, and cold cadences fork by default
Fixed: Service request reaches the Contacts surface too (CRMModule threads the handler CRMClientDetail was dropping)
New: Tester round 1, the client page serves, reports track RESP grants, questions get answers
New: The two known issues stop being known issues
Fixed: One Working line per security, not per account row
Fixed: Copy quality rules, and honesty when writing blind
Fixed: The builder learns that a branch is the whole path
New: The money card reads the holdings, and the plan is a live stop
Fixed: Say out loud that the prep is being written
Fixed: The builder gets room to write the whole journey
Fixed: Accept the plan whether or not the model wraps it
Fixed: SPA deep routes stop being edge-cached
New: Build a journey by talking to it
New: The prep tile shows two honest doors
Fixed: The plan review closes every fresh prep, model or not
Fixed: The prefill badge counts only this form's fields, for real
New: The plan review closes the REAL prep, and the builder folds away
New: The Reports tab opens on a search, not a wall
Fixed: Five paper cuts from today's walkthrough
New: The money leads the brief, the to-dos become one section
New: Three official marks join the integrations bar
Fixed: Custodians were missing from the bar, and the hero carried too much air
New: Real brand marks in one rotating bar, tiers behind a disclosure
New: The integrations wall, with its three tiers stated
New: The hero Dylan actually asked for, three times
New: Recover the head-to-head tables, drop the calculator, and stop typechecking the repo twice
Fixed: The clipped word, the pacing, and the entry bundle finally goes down
New: Black theme, simpler hero, and the comparison table restored
New: The four scenes play as one story, built to the approved storyboard
Fixed: /compare becomes a real page of the site instead of a different website
New: Six real seats, and bands that alternate light and dark
Fixed: Stacked phases were transparent, and /pricing opened with two headlines
New: The inbox steps perform the click path instead of describing it
New: The inbox reads as four steps, because that is what it is
New: One-system diagram, everything in and finished work out
New: The inbox section shows triage instead of describing it, and the hero is ours again
Fixed: Email tracking was advisor-only by accident, so the sales seat was never instrumented
Fixed: The compare page stops looking like a different website
Fixed: Read mail as mail, not as a text dump
New: The desk grows up, in-app ticket queue and the AI learns the product
New: Every ticket gets an instant numbered acknowledgment
New: Life-event triggers follow the firm's jurisdiction
New: The whole app and both AIs speak US vocabulary for US firms
New: The trust badge reads US & Canada
New: US mode (quiet capability), SEC Form ADV prospect importer
Fixed: The Social posts sub-tab renders on the Prospecting page
Fixed: Route the Social posts tab in the advisor and sales dashboards
New: Social post scheduler (LinkedIn via the aggregator), in-app help and support tickets
Fixed: Read state sticks and mirrors to the mailbox, sent replies display clean
Fixed: One row per conversation, replies bubble the thread up
New: Meeting invitations file under meetings and can be answered in place
Fixed: Bookings show up, the inbox is only incoming, send means send
New: Ask WealthY builds campaigns from a sentence, in your voice
Fixed: A dead-end search now explains what the database can answer
New: LinkedIn joins the journey, invites and messages beside email
New: Every firm shapes its own info request form
New: Connected tools read as one system

Week of August 17, 2026

Fixed: Test campaign round 3, the last three silent failures
New: The sales organization company type, quiet capability
Fixed: Test campaign round 2, the client portal tells one truth and dashboards mount once
Fixed: Test campaign round 1, every seat clicked by hand and repaired
Fixed: A window you can actually write in
Fixed: Voice matching reads your real sent mail
Fixed: The sales seat can use every AI tool it can see
New: Nightly pull of curated target firms into the sales pipeline
Fixed: Reply from anywhere, newest message first, no duplicates, darker text
New: The AI inbox finally gets told on the homepage
New: Add every search result to the pipeline in one click
New: Client page builder is the client homepage, live and editable
Fixed: Sales seats can connect their own Gmail or Outlook mailbox
New: Post-meeting star survey on the recap page with warm referrals
New: The booking scheduler card on the sales seat's Settings
Fixed: A sales seat's /book/{slug} page resolves without an advisors row
New: One sidebar scheme, drag-and-drop client page builder, firm owner wording
New: Bring-your-own advisor database as an enrichment provider
New: Create a deal from the person, same-tab click returns to the list
New: Change password lives on the Settings tab where people look
New: One-screen branded prep with Ask WealthY editing and saved views
Fixed: Honour the no-em-dash rule in Next Best Action subtitles
Fixed: Stop every prep silently falling back to the record-only version
New: The client can play with their future, and Quebec gets its PDF
New: Match what Jump, Continuum and Zocks are each best at
New: Lead prep and recap with the money story competitors can't show
Fixed: Honest saves and empty states across the client, firm and dealer surfaces
Fixed: Required documents actually gate signing, and requests route by who raised them
New: One activity stream, reply first, and French where clients read it
Fixed: Walk the five daily journeys and stop them losing work
Fixed: A flat dealer reads as the dealer, not a doubled sub-firm
Fixed: Custom_form_submissions firm leg now requires a staff role

Week of August 10, 2026

New: Ask WealthY streams with sources, firms see their invoices, mobile works offline
New: Onboarding has one front door, and deals answer for themselves
New: One booking engine, real drip delivery, inbox polish, recurring tasks
New: Mobile wiring, billing truth, marketing hygiene, one-link recap with client Q&A
New: The pre-client story, one-click logging, sorting, orphan deals
New: Client messages archived, gated and consolidated
New: Per-dealer signing accounts, reconciliation, envelope controls
Fixed: Mark Wealthbox and HubSpot connect cards not yet available
Fixed: Archive the mail that was never archived, detect replies
Fixed: Enforce entitlements on the server, not just in the browser
New: Make delegation real, plus the full platform feature audit
New: One review pack artifact, overnight prep, and a recap page worth sending
New: Close the audit gaps in prep, apply and CRM writeback
New: Botless capture via Recall Meeting Direct Connect
New: Permissions onboarding, consent copy, Windows fixes, stop guarantee
New: Wire the botless recorder against the real Recall SDK
New: Give each advisor a voice profile drafts actually write in
New: Make the recording bot opt-in, it was recording everything
New: Plan and scaffold the botless meeting capture app
Fixed: Switch internal summaries to the model that tested better, wire transcription properly, and clear six bugs
New: Cost model, four inbox hand-off gaps closed, browser-verification fixes
Fixed: Close cross-tenant access on family facts, relationship memory and review packs
New: Email rewrite controls, human voice everywhere, four inbox intents, review pack, unfunded accounts, feedback intake
New: Account requirements engine and a real client page builder
New: Per-firm client page customization, family memory from transcripts, RESP proof-of-enrolment gate
Fixed: Correct form template uniqueness and make the Aviso E2E suites honest
Fixed: Pre-publish mobile audit pass
New: KYC review send-over, French wave 3 (forms, KYC, firm owner)
New: Multi-mailbox, meeting no-show reminders, signature chaser, seasonal campaign templates
New: Prospect events carry estimatedAum and notes, form events carry status, matching the public API resource shapes

Week of August 3, 2026

New: Duplicate contact merge tool, and journeys can send at each contact's best time
New: Zapier app, /compare stack-savings page, iOS web assets synced
New: Public developer docs at /developers, and whole-book CRM import
New: A report builder on Analytics, and firm owners can finally read meeting and journey activity
New: A form builder with branded public pages at /f/{token}
New: Compound OR/AND branch conditions with open-count thresholds
New: Contacts rows get call, email and enrol actions, and wide columns scroll
New: Pre-meeting agenda pages, tickable recaps, funnel drill-down, journey insights
New: One-click PDF export and print-designed output on recap pages
New: A person-by-person funnel on every journey's engagement view
New: Branded letterhead on every client notification, and journey follow-ups thread as replies
New: Message snippets in the composer, and an activity rollup on firm Analytics
New: Conditions auto-create their other side, plus delivery windows, end rules and a summary bar
New: Pilot watch, an email the moment a trial firm signs in plus a daily activity digest
New: The platform's validated address follows numbers into every firm subaccount
Fixed: Typed /contacts opens Contacts, the ID card is never empty, and the coach closes with a first request
Fixed: An email's amount and account land in the wizard, and banking on file is never retyped
New: Pick your number type, area code optional, voicemail greeting per seat
New: The attachments editor, closing the loop
New: Send an info request a prospect answers with no login
New: The advisor hears about a bot stuck in the lobby
Fixed: The wizard stops offering to mint a second firm owner
Fixed: The welcome modal waits for a Home screen
Fixed: A rescheduled meeting gets its note-taker back
New: "create a withdrawal for dylan" starts the request; the booking page becomes a week
New: Real transcription, the owner's five steps, recap documents
Fixed: Open on ALL, because that is where everything is
Fixed: The bot transcript pipeline actually delivers a transcript
New: An unanswered invitation is in the list, but grey
Fixed: ALL is a mailbox, newest first; a bucket tab leads with its own urgency
New: The firm owner's on/off switch for the whole team
New: Near-live sync, a join-now card, one inbox everywhere, self-serve calling, tracking that tracks
New: The blast under the journeys, tasks that can act, folders that close the reading pane
Fixed: The list stops shouting
Fixed: One inbox, everywhere, and the chart is a door
New: Delete a journey, keep the sales pool's cadences apart, write steps with AI
Fixed: One lifecycle that cannot contradict itself, and invites to manual clients
New: Conditions that read the client, and a wait with a deadline
New: Contacts shows how to reach the person, not their risk rating
New: Outlook calendars sync too, through the same one path
New: Correct and return for signature, or cancel with a reason
New: The portfolio report is produced inside the meeting
New: The phone gets a page, and Campaigns absorbs Sequences
Fixed: The list survives a click into a contact, and an attendee links itself
New: Every client record is filled in, and a new meeting records by default
Fixed: The PDF autofill filled 0 of 102 fields because its reply was cut off
Fixed: The two new endpoints go through the MFA gate, not their own getUser
Fixed: An imported invitation is named by its topic, and a dispatched bot says it is connected
Fixed: A shared mailbox must not move the meeting between advisors
New: Accept an invitation in WealthY, and record everything by default
New: WealthY reads the calendar, not just writes to it
Fixed: Drop the email-type picker and the portfolio judgement card
Fixed: "Record this meeting" survives the save
Fixed: The seven steps are visible, and each one says who has it
New: A task closes itself when its work is done
Fixed: Folders where every mail client puts them
Fixed: CAD not USD, real timeslots, no dashes
Fixed: A condition on a text field stops arriving as the number 0
Fixed: The firm is named once, and the dealer is named at all
Fixed: The three dead lists, resolved
Fixed: A firm's own login page wears the firm's colour
New: A broadcast wears the firm's letterhead too
Fixed: Two lists on one screen stop contradicting each other
New: A client email arrives on the firm's letterhead
Fixed: A client signs the same complete request an advisor may send
New: Outlook imports the whole mailbox, not the last 30 days
Fixed: A broadcast now lands on the person it was sent to
Fixed: A paperless tenant gets a signable summary, and a Documenso failure can no longer masquerade as a signature
Fixed: A second dealer may hold the same custodian's paperwork
Fixed: Non-registered openings stop asking for a beneficiary
Fixed: Taking someone off a journey no longer blocks re-enrolling them
Fixed: History counts entities, survives reload, masks the custodian number
Fixed: The step 2 client-match promise now holds in the documented order
Fixed: The Currently-with banner speaks from the viewer's side, and change notes mask account numbers
Fixed: Stop prefilling the transfer's external side from the client's own account
Fixed: Stop a tagged intake row from competing against its own client in doc matching
Fixed: The client sign card enforces the money-movement gate
New: Prepare-and-invite asks only the KYC its selected accounts need
New: Each request asks only the KYC its own paperwork needs
New: The address bar finally follows you around the app
Fixed: One velocity panel, two funnels, a toggle
Fixed: The documents panel stops demanding photo ID for transfers
Fixed: Review is gated the same way Next is, by one shared rule
New: A link per person, so the visit log answers who
New: Bulk client email on every tier
New: A rule can enrol, and consent still decides
New: The past is above you, and search speaks both languages
Fixed: Money cannot move to nowhere
New: One page for every list of people, and email to all of them
New: A received email is a contact, and the timeline says who wrote
Fixed: The way back to the labels, and a layout that stays yours
New: Merge fields, a real preview, and a way to add people
New: Present mode is a branded deck, and privacy is structural
New: The meeting list is draggable, and the French toolbar works again
New: Three stages per meeting, flyout navigation, and a layout you can set
New: A form for the advisor's own website, and honest email tracking
New: The thing you opened the meeting to use is now the page
New: One list of people, and one home for winning business
New: It can answer for every seat now, and stops making things up
Fixed: Opening a contact no longer takes down the whole dashboard

Week of July 27, 2026

New: The meeting remembers the person, not just the business
Fixed: Stop promising Pro features on the cheapest plan
New: A recruiter can finally type what they learned on the call
New: Real Excel workbooks, not CSV wearing a spreadsheet hat
New: Email is the real permission, and on-behalf actions are stamped
New: Firm owners get their own working seat, not just an impersonation shell
New: Withdrawals pick a verified bank account, new ones need a void cheque
Fixed: The Advisor View chip is fully clickable, and CI classifies the new endpoint
New: Proactive outreach, scheduled reviews, and client testimonials
New: Advisor View moves into the header as a compact chip
New: Sign in with Google or Microsoft, invited-only, no self sign-up
New: Tell people their phone already has the authenticator
Fixed: French copy for the recording-hours allowance
New: The forms speak Aviso's vocabulary, and the gate stops NIGO before it ships
Fixed: Real pages behind /legal/privacy and /legal/terms, Google Limited Use disclosure
Fixed: MFA is enforced by the server, not the browser
New: Save and exit, resume, and cancel for the request wizard
New: I'm out, and the day's meetings get decided, not discovered
New: The reading pane finally wins, 84 percent of the screen
New: Team Chat joins the replaces-grid, with the honest Teams claim
New: Team Chat, the Slack a compliance officer approves of
Fixed: Every deep public-API route was unreachable in production
Fixed: RSVP finals, apply-order, resolver tightening, pack heuristic
Fixed: Firm owners stop seeing our AI supplier bill
Fixed: A bot that recorded nothing is Not recorded, not BOT ERROR
Fixed: The risk column stops accusing onboarded clients, and Integrations stops looking broken
New: Meeting prep in advisor voice, every claim clickable to its source, no padded lists
New: Transcript delivery no longer depends on Recall's webhook arriving
New: The link the settings page shows is now real, plus Calendly parity
Fixed: Firm owners can no longer send the recording bot into another firm's meeting
New: Outlook-grade inbox reading pane, meetings that make their own links, and a bot that actually dispatches
New: Recording bot hours are metered, and the webhook finally learns the duration
Fixed: Own workspace needs no supervision flag, and one predicate decides
New: Entitlements are super-admin only, and Firm Settings stops lying
New: The plan decides on the server, and CI stops emailing red builds
Fixed: Advisors see their own book by default, not the whole firm
New: The plan actually decides what a firm can use
New: Visual sequence builder, sales meetings, real meeting links, three tiers
New: Contacts are people, pipeline is deals
New: Put the real advisor dashboard on the homepage
New: Schedule the prospect rescore instead of waiting for a page view
New: Advisor uploads can now reach the client
Fixed: One prospect score, French parity guard, nightly rescore
New: Campaign results, pipeline velocity, engagement on the record
New: Advisor book scope, custodian ingest, enrichment BYOK, storage buckets
New: Global dialer, per-firm provisioning, consent-gated recording
New: Full migration importer with dry run, idempotency and rollback
New: Expiry presets instead of a date picker
New: Deal visibility modes, target type, and packs beyond the inbox
New: Key and webhook management, and enforce scopes on reads
Fixed: Restore dealer_overview invoker rights, scope households
Fixed: Stop the KYC extractor guessing, and let code decide
New: Households, bulk edit, imports, stages, notes, scoring, enrollment
Fixed: Close the gaps behind every non-live capability
New: Real time-weighted and money-weighted returns
Fixed: Pin serverless functions to Montreal (yul1)
Fixed: Firm owners were locked out of the request wizard entirely
New: Create meetings, invite attendees, send real calendar invites
Fixed: Correctness pass on the seven non-opening request types
Fixed: Signature placement, conditional anchors, and the missing regulatory sections
Fixed: Duplicate signed_documents rows silently dropped the signed PDF
New: Per-application progress inside the invite tracker
New: Automated custodian handoff sends from the advisor's own mailbox
Fixed: Send the signed PDF to the custodian
Fixed: Show all mail with unread bold; suggest contacts only after 2+ emails
New: Mailbox contact directory for compose, Ask WealthY name resolution; AI write-it in compose; merge Follow up, Snooze into Remind me
New: Outlook-style folders, Archive/Delete/Restore, full-history Gmail backfill, calendar view
Fixed: Starred/Sent tiles refetch with their server scope; drop manual Triage button
Fixed: Password sign-in clears stale set-password marker; export key
Fixed: Return the recipient signingUrl so clients get the in-app sign button

Week of July 20, 2026

New: Client-first signing choreography, tax-only advisor review
Fixed: Deep-link prefill survives the wizard's type-selection rebuild
Fixed: Restore per-client snapshot rollup for advisor rankings
Fixed: Book AUM chart reads the unified perf series like every other chart
New: Address-change Letter of Direction, fix blank wizard, AI prefilled requests
Fixed: 24h overlap on incremental sync so spam-rescued mail is found
New: Ask WealthY reply drafting with voice dictation
New: Merge Profile tab into Information, drop duplicated fields
New: Information tab, Email everywhere, auto Gmail sync, tighter junk filters
New: 90-day Gmail backfill, archive/delete mirrored to Gmail, relevant-only client suggestions
New: Inline transfer-in capture, statement prefill, auto-send on account open
New: Funding source selector, remove portfolio weights question from KYC
New: Client can remove a transfer they added to the bundle
New: Yes/No dropdowns for declarations, required goal weights, client-added transfer-in funding
New: Client bundle wizard now shows the SAME pages as the advisor prepare flow
New: Checklist opens the bundle wizard directly, My Requests first
Fixed: Suppress generic questionnaire when prepared forms exist
Fixed: Never prompt set-password when the account already has one
Fixed: Land in the portal after activation, not the marketing page
Fixed: Stale activation card loop, set-password never shown on magiclink
Fixed: Friendly error when /api/invites/status returns a non-JSON body
Fixed: Show household display name, not the back-office external id; skip guaranteed-403 holdings call for non-served roles
Fixed: Sign Out stays standalone; activation links switch accounts cleanly
Fixed: HTML button on the second sender too, sidebar account menu
Fixed: HTML activation emails with an unbreakable link button
New: Shorten homepage, add /compare sub-page, mobile-native comparison pattern
New: Resend for stale invites, self-serve fresh link on expiry
New: Client bundle per-page gates, save-and-exit, resume, tints
New: Full-page prepare-and-invite takeover (6-page first pass)
New: KycGroupsEditor, hardened, state-tinted KYC fields
New: Shared first-pass libs (risk, kyc-map, prepare builders, field state)
New: Advisor first-pass parity across paperwork, docs, funding
New: Save-for-later (prepare_only) with honest tracking, send-now
New: Send-readiness validator, checklist API, custodian gate
New: Complete Aviso transfer capture and field-map alignment
New: Bulk document drop zone UI (firm Data tab Step 3, advisor toolbar)
New: Bulk-ingest endpoint (classify, extract, match, attach)
New: Document matching engine, match columns on onboarding_documents
New: Pass firm custodian preset to bundle selection
New: Documents step in the client application flow, advisor doc view
New: ID, void cheque travel with the custodian package
New: Client uploads of gov photo ID, void cheque through doc ingest
New: Prospect convert opens prepare-and-invite, statement-as-funding-source
New: Dealer form library grouped by custodian package, docs
New: Preset picker in firm routing settings, custodian-aware bundle selection
New: Custodian package registry, custodian_key columns and Aviso backfill
New: Clicking a prospect in CRM opens the prospect drawer
New: Add Client invite reconciles with CRM
Fixed: Convert-to-onboarding uses the full CRM intake data
Fixed: Scanner-proof click-through activation links
New: Fill engine extensions for Aviso paper
Fixed: Unambiguous automated-routing toggle
New: Role-scoped invite lists per surface
New: Aviso form library analysis, imported-history charts, holdings fix, invite detail
Fixed: Banner only when forms need action, consents check can go green
Fixed: One onboarding surface, not two
New: Existing clients get invite-only packages
Fixed: Working firm-scoped clear for imported data, staged contacts
New: Order the Data tab in real workflow sequence
New: Packages skip account types the client already holds
New: Explicit finish action on staged contacts
New: Email reconciliation between CRM contacts, custodian feed and invites
New: CRM-grade contact import, plan-aware onboarding coach
Fixed: Remove the legacy auto-play role tour
New: Status tracking on every invite, branded firm-owner email
New: Invite set-password flow, expired-link message, change password everywhere
Fixed: Dealer role defaults to create-new in the invite card
New: Unified role-driven invite card, bulk everywhere
New: Onboard a new dealer from the support console
New: AUM chart on home, unified team invite, sales under admins
Fixed: Allow null actor for system-generated audit events
Fixed: Correct Documenso event names, advisor notifications
Fixed: One branded email per action, from advisor when connected
New: Import-first bulk onboarding, document ingestion
New: Dealers invite firm owners, onboarding-only coach flows
New: Per-request progress percent, step; em dash cleanup
New: Actionable onboarding coach
New: Public REST API v1, signed webhooks
New: Bundled multi-account openings, funding sequencing
New: Slim home, sectioned settings, honest integrations, INP fix
New: Custodian form library, dashboard data fixes
New: Flag-gated Insurance tab in the client portal
New: Prepare-and-invite Add Client with KYC-derived risk
New: Reports hub organized by person with real report types
New: Steps that DO the task, client onboarding tracker
New: Reorganize client detail into 6 grouped tabs
New: Advisor daily loop, client portal fully bilingual
New: Safeguards hardened, Claude-first writing tasks
New: Client-facing pages bilingual - recap, booking, emails in fr-CA
New: WealthY Calls - Twilio dialer with recording and AI transcripts
Fixed: Role case regression - profiles were silently never created
Fixed: Journeys tracking endpoints, honest bulk-import results UI
Fixed: Pricing = one platform in four size brackets
New: Branching email journeys
New: Email-first - People in your inbox, retroactive relink
New: Nightly reconciliation, alternatives ledger
New: UTM attribution - first/last touch on every lead
Fixed: Zero em dashes everywhere, CRM report rework
New: Add-on modules strip under the plan cards
Fixed: Tier section now sells the four real plans from the price book
New: TOTP MFA, enrollment, login challenge, per-firm enforcement
Fixed: Invoices now match the public pricing calculator exactly
New: Price book, recurring add-ons, monthly auto-invoicing
New: Separate sales pool, firm-controlled access, lead assignment
New: Platform support login, scoped WealthY-staff console
New: Sales team login, prospects and pipeline, zero client data
New: One scheduler, in-house Calendly-grade public booking or external link
New: Intent packs, wealth / sales / generic AI vocabularies per firm
New: Invoice firms from super admin, Stripe Invoicing, PAD
New: Auto-send unchanged submissions to custodian, designations registry, change forms, MGA insurance module
New: Configurable workflow builder, saved custom reports
New: The 5 Wealthbox-parity fundamentals, fields, views, timeline, bulk, import
New: One prep flow, per-client reports widget, fix dead history chart
New: Editable report, curate, add planning topics, control the client PDF
Fixed: AI never ran on real batches, chunking, salvage parser, PAC/SWP intents
New: One signal system, dots, intent chips, auto-advance, auto-triage
Fixed: Real schema for accounts/branding, wealthy.to URLs
New: Stat cards at the top, remove Overview header, Quick Note
Fixed: Drag-to-select range now works within a month, live +/- readout
New: Interactive meeting recap pages (Continuum-style)
New: Custodian handoff lifecycle, "currently with" banner
New: Drop quick-access chips, contain scroll, add Sent tab with open/click tracking
Fixed: Catch "draft a reply/note/update ..." as email intent
New: Compose emails from Ask WealthY, intent detection, AI draft
New: Bidirectional deep-links between tasks and their source emails
New: Auto-log advisor to client sent mail to contact_log
New: Bucket sort, overdue / due today / upcoming, priority within
Fixed: MacOS system-level mic permission guidance, real error diagnostics
Fixed: Drop legacy Ops/Growth/Full tier presets, add explainer
Fixed: Expandable how-to-fix panel when mic permission is denied
New: Monthly / annual toggle with 10% off subscription
Fixed: Drop old tier cards, harden voice input, add feature flags
New: Interactive pricing calculator, voice input in AI drawer
Fixed: Relaxed client name matching in NL interceptor
Fixed: Wire Phase 1 NL interceptor into the AI drawer too
New: Phase 2 email-completion auto-close
New: Phase 1 NL task-action interceptor
New: Ask WealthY natural-language layer, Phase 1 scaffolding

Week of July 13, 2026

Fixed: Bust stale JS cache, bump version, network-first for assets
New: Aviso / NBIN / Fidelity Clearing SFTP auto-poll
New: TierComparisonSection now localises fully
New: Outlook resumable-upload path for attachments up to 150MB
New: Star, snooze
New: Close prospect gate, one-click unsubscribe on every broadcast
New: Three category-specific comparison tables, mount on landing
New: Outlook parity, reply threading, attachment download
New: Attachments, upload on compose, chips on thread messages
New: Search, Gmail thread continuation on Reply / Reply-all
New: Thread view, real Reply / Reply-all / Forward buttons
New: Move Practice health to compact sidebar widget
New: Compose, send from WealthY, no more bouncing to Outlook
New: Recognize Aviso IIROC Format B, Fidelity Clearing account-number headers
New: Custodian positions upload, Aviso IIROC Format B, peers
New: AML review card on advisor client-detail KYC tab
New: NI 31-103 section labels, AML/FINTRAC posture, Toronto region pin
New: Split Inbox tabs, Service Standard tiles
New: Tier comparison section, hero copy for 3-tier positioning
New: Reply-mode drafts, meeting recording section
New: Clickable wealthy:// deep-links in AI answers, Requests copy
New: Advisor Requests tab, deep-link consumption, flat-PDF vision autofill, inbox schema-cache resilience
New: Recall.ai meeting bot (opt-in add-on), Marloo-parity PDF autofill
New: Amazing triage, intent extraction, action buttons, task assignment, voice drafts
New: HubSpot adapter, form autofill, Ask WealthY grounding
New: CRM adapter interface, Wealthbox OAuth integration
New: 3-tier packaging, Ops / Growth / Full
New: Dealer analytics/CIRO/bulletins, go-to-market ops-only mode
Fixed: Two-pane Meetings, Inbox stack vertically under 768px
New: Analytics, CIRO quarterly PDF, firm-wide bulk actions
New: Wire remaining email surfaces to Global Relay pass-through
New: Life-event nudge engine, Global Relay pass-through
New: Broadcast composer, advisor landing pages, Prospecting v1 complete
New: Apollo search, lead scoring, first two of Prospecting v1
New: Inline date, priority edit before Add task
New: Persist reports, prior-report continuity, right-pane tabs
Fixed: Numeric KYC coercion, real continuity, sentiment flags
New: Real YTD, branded PDF export, send-to-client
New: Recording-status layer, green dot, auto-process confirmation
New: Home widget deep-links, AI Meeting Report walkthrough
New: Meeting Intelligence pipeline, 7-output post-meeting workflow
New: Wire remaining 6 feature flags to actually gate features
New: Rename nav to Firms/Advisors/Clients, gate admin_inbox_access_enabled
New: Admin can help with advisor inbox/tasks, AI-suggested tasks
New: CRM always-on, moved to Sales; trim integrations to real ones
New: Flatten Activity sub-tabs, promote Messages/Documents, fold My Requests into Requests
Fixed: Requests tile to wizard step 2 directly, skip the picker
Fixed: Consolidate Profile into one card, preserve KYC prefill
New: Calculated risk profile, confirm/re-attest, household framing
Fixed: Ask WealthY holdings queries, remove non-existent columns
New: Enforce requires_approval, KYC prefill, notifyAdvisor
New: Dedicated Requests tab, self-serve OR ask-your-advisor
New: Advisor CRM KYC tab, notifyClient wrapper
New: Client Profile 'My Information' card, reusable KycField
New: Client_kyc table, TS types, field schemas foundation
Fixed: Load firm owner list when People sub-tab is active
Fixed: Scope filters honor contextAdvisorId across CRM, Pipeline, Tasks
New: Compact InboxSummary widget replaces full inbox on Home
New: Mail.app-style 2-pane layout with working filter, junk bulk
New: Fill left column with Upcoming Meetings, Clients Needing Attention
Fixed: Show wide wordmark logos properly in the sidebar
Fixed: Retarget to nav-* selectors, manual index; add task delegation, inbox-access flag
New: Follow-up dates, real archive, junk bulk delete
New: Form_templates system, PDF field-fill for Documenso envelopes
Fixed: Filter/sections match the actual DB taxonomy
New: Inbox priority stats, kill duplicate CRM tabs, Tasks in sidebar
Fixed: Home Recent Activity uses real events, pin footer to viewport bottom
New: Move Banking under Profile, rename Me to Profile, collapse footer
Fixed: Populate advisor name column, audit log actor emails
New: Universal row-mutation triggers for who-did-what tracking
Fixed: Send from noreply@wealthy.to (was wealthy.app, unverified)
Fixed: 20+ runtime bugs found via 3-agent audit, browser click-through
Fixed: Book Perf aggregate, Ask WealthY chip auto-send, Messages nav label

Week of July 6, 2026

New: Batch 2 advisor productivity, meeting brief, form autofill, zoom/teams, email tracking, AI provider abstraction
New: Batch 1 advisor productivity, Gmail, Outlook OAuth, inbox triage, reply detection, AI client summary
Fixed: Dealer footer overlap on scrollable content
New: Competitive gap-fill, bulk upload, household, scheduler, sequences, scoring, Documenso, reports
New: Add Client modal, Invite / Add Manually tabs

Week of April 20, 2026

New: Consolidate to 5 tabs per role, Wealthsimple-style bottom bar
New: Dealer login, branding everywhere, SOC 2 controls
New: Dealer tier, CSV-import pivot, Documenso e-signature (dormant)
New: Richer per-firm feature flag panel
New: Super admin firm onboarding wizard